|
Feb 18
|
|
$817.55
$817.55
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GEV
Jim Cramer Shared Why GE Vernova (GEV) Stock ...
|
|
Feb 18
|
|
$817.55
$817.55
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - GEV
The Geopolitical Bull Case For Nuclear
|
|
Feb 17
|
|
$819.15
$817.55
-0.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - GEV
GE Vernova Declares Second Quarter 2026 Divid...
|
|
Feb 16
|
|
$802.13
$817.55
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - GEV
GE Vernova (NYSE:GEV) Is Doing The Right Thin...
|
|
Feb 16
|
|
$802.13
$817.55
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - GEV
3 Reasons to Avoid GEV and 1 Stock to Buy Ins...
|
|
Feb 15
|
|
$802.13
$817.55
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - GEV
GE Vernova (GEV) is Still Buyable, Says Jim C...
|
|
Feb 15
|
|
$802.13
$817.55
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - GEV
GE Vernova: Even Rapid Growth Doesn't Justify...
|
|
Feb 12
|
|
$816.56
$817.55
+0.1%
|
LONG
|
Nancy Tengler
CEO & CIO, Laffer Tengler Investments
|
Hyperscaler Capex is projected at $650 Billion. Tengler is buying Palantir and GE Vernova; Ho highlights Arista and Corning. This is the "Pick and Shovel" trade. Regardless of which AI model wins, they all need power (GEV), cabling (GLW), networking (ANET), and data infrastructure (PLTR). LONG AI Infrastructure. Regulatory caps on energy usage or a pullback in Big Tech Capex. |
Bloomberg Markets
Old Economy Stocks Surge Again | Open Interes...
|
|
Feb 12
|
|
$816.56
$817.55
+0.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - GEV
Terrestrial Energy: Nuclear Disruptor Positio...
|
|
Feb 12
|
|
$816.56
$817.55
+0.1%
|
LONG
|
Rep. Schneider
Congressman (D-IL), Chair of New Democrat Coalition
|
"We know we need to increase energy production... includes solar. That includes wind... expect that that's going to require tripling our distribution capacity over the next decade." The Congressman explicitly links "affordability" to supply-side deregulation in energy. A bipartisan push to streamline federal permitting from "a decade" to "18 months" would unlock a massive backlog of renewable projects and grid modernization (distribution), directly benefiting solar/wind manufacturers and grid infrastructure providers (GEV). LONG renewable and grid infrastructure plays as permitting reform gains bipartisan traction. Legislative gridlock; environmental groups blocking specific streamlining measures. |
CNBC
Rep. Schneider: Affordability agenda ensures ...
|
|
Feb 12
|
|
$816.56
$817.55
+0.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - GEV
Does GE Vernova (GEV)ʼs Expanding Gas Turbine...
|
|
Feb 09
|
|
$801.54
$817.55
+2.0%
|
LONG
|
Steve Weiss
Chief Investment Officer, Short Hills Capital Partners
|
The speaker owns both GE Vernova and Caterpillar but admits they are "overvalued here." These stocks are driven by the AI infrastructure and power narrative. Momentum is strong, but the fundamentals are becoming "hard to justify" at these price levels. He is holding them because the trend is intact, not because they are cheap. N/A Valuation compression; if the market stops paying a premium for AI-adjacent industrials, these could correct sharply. |
CNBC
Halftime Investment Committee debates how far...
|